IYG icon

iShares US Financial Services ETF
IYG

Overview Fund Activity

221 hedge funds and large institutions have $1.37B invested in iShares US Financial Services ETF in 2020 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 102 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
221
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
4.47%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
33
Increased
102
Reduced
55
Closed
28
Calls
$246K
Puts
$1.34M
Net Calls
-$1.09M
Net Calls Change
-$1.62M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$338M
2
AS
2
Altshuler Shaham
Israel
$28.5M
3
IDA
3
Intelligence Driven Advisers
California
$9.56M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$9.32M
5
ECM
5
ETrade Capital Management
Virginia
$25.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$73.7M
2
RIG
2
RiverFront Investment Group
Virginia
$115M
3
Morgan Stanley
3
Morgan Stanley
New York
$92.4M
4
RJA
4
Raymond James & Associates
Florida
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$19M
Name Holding Trade Value Shares
Change 		Shares
Change %
SW
51
SteelPeak Wealth
California
$3.08M +$3.08M +75,804 New
CS
52
Credit Suisse
Switzerland
$3.01M – – –
OFG
53
OmniStar Financial Group
North Carolina
$2.72M +$437K +10,740 +19%
SHIM
54
Stone House Investment Management
Pennsylvania
$2.6M +$70.8K +1,740 +3%
LWA
55
Lineweaver Wealth Advisors
Ohio
$2.49M +$32.7K +804 +1%
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$2.24M +$1.68M +41,289 +300%
SMG
57
Spectrum Management Group
Indiana
$2.24M +$38.2K +939 +2%
CFGS
58
Concourse Financial Group Securities
Alabama
$2.24M +$440K +10,809 +24%
SHJ
59
Sharkey, Howes & Javer
Colorado
$2.23M +$364K +8,946 +19%
JPMorgan Chase & Co
60
JPMorgan Chase & Co
New York
$2.2M +$224K +5,562 +11%
OAP
61
One Advisory Partners
Kansas
$2.13M -$154K -3,795 -7%
DE
62
Day & Ennis
Georgia
$2.12M +$1.34M +33,036 +173%
HPC
63
Hobart Private Capital
North Carolina
$2.08M +$415K +10,197 +25%
HIIFS
64
Harel Insurance Investments & Financial Services
Israel
$2.06M -$1.79M -44,010 -46%
VFM
65
Vivid Financial Management
California
$2.04M +$143K +3,513 +8%
SB
66
Strategic Blueprint
Georgia
$2.02M +$813K +19,986 +67%
HF
67
HRT Financial
New York
$2.02M +$2.02M +49,659 New
UCFA
68
United Capital Financial Advisors
Texas
$1.92M +$305K +7,509 +19%
Prudential Financial
69
Prudential Financial
New Jersey
$1.91M +$496K +12,192 +35%
FAAS
70
First Allied Advisory Services
California
$1.87M +$136K +3,348 +8%
I
71
INVST
Indiana
$1.76M +$283K +6,894 +19%
BRWA
72
B. Riley Wealth Advisors
Florida
$1.71M +$256K +6,288 +18%
CS
73
Comerica Securities
Michigan
$1.7M +$119K +2,934 +8%
TFF
74
The Family Firm
Maryland
$1.69M +$113K +2,787 +7%
FDCDDQ
75
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.68M -$11.6K -285 -0.7%
1 2
3
4 5